Publications

Author and award winning instructor Jeff Lenning CPA has written several books and 40+ articles featured in various publications. We've compiled them all in a single place for easy reference.

The Power of Mapping

By Jeff Lenning | June 20, 2014 | Comments Off on The Power of Mapping

Many financial systems do a fine job of generating standard reports, but accountants often need more. In those cases, accountants can create custom solutions in Excel, but that approach has drawbacks. For instance, a typical process may involve exporting some type of data, perhaps a trial balance, and then opening it in Excel. Once the…

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Spreadsheet Nerdiness

By Jeff Lenning | January 29, 2014 | Comments Off on Spreadsheet Nerdiness

Excel 2013 Highlights The next version of my most favorite program is here—it’s finally here! Excel 2013 is available, and I’m excited to review some of the highlights. Microsoft clearly invested a lot of time into this product. Here are just a few of the things you’ll notice about Excel 2013.   Microsoft Kept the…

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Excel and Access: Tools of our Trade

By Jeff Lenning | January 29, 2014 | Comments Off on Excel and Access: Tools of our Trade

What would you bring if you were stranded on a desert island? I would bring Microsoft Excel because it’s the only application I would need! It stores more than 17 billion cells in a single sheet, summarizes data with Pivot Tables, generates charts and has a built-in Web browser. Excel, in my opinion, is the…

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Excel on the Web

By Jeff Lenning | January 29, 2014 | Comments Off on Excel on the Web

Did you know Excel has a built-in web browser with a special feature other browsers don’t? The Excel browser visually identifies and allows you to select web tables, and then import them into Excel in a structured way. The best thing is that once you have imported a table, you can refresh the data range…

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Pivotal Advance Boosts Excel’s Power

By Jeff Lenning | January 29, 2014 | Comments Off on Pivotal Advance Boosts Excel’s Power

In today’s accounting world, financial and operational data typically is stored in a variety of programs and formats. When accountants need to prepare a report based on data from various systems, the first step is to export the data into Excel. Typically, it is fairly easy to export the required data into Excel. But, depending…

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Virtual Computing Virtues

By Jeff Lenning | January 29, 2014 | Comments Off on Virtual Computing Virtues

Many CPA firms install several years of tax preparation software on their desktop computers, in addition to perhaps a few different versions of QuickBooks. This often prevents firms from easily upgrading to new hardware because the prior year programs may not run well on new operating systems and it’s a hassle to find all of…

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SUM() No More

By Jeff Lenning | January 29, 2014 | Comments Off on SUM() No More

What is your #1 most-used Excel worksheet function? Is it the SUM function? Believe it or not, there is an Excel function that is superior to SUM and once you discover it, you’ll hardly use SUM again. I’m referring to the SUBTOTAL worksheet function and if you haven’t explored it yet, I would strongly encourage…

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Be Excel-lent

By Jeff Lenning | January 29, 2014 | Comments Off on Be Excel-lent

Microsoft released Excel 2010 about a year ago and, while you may have upgraded by now, you may be like me. Sometimes I’ll upgrade an application, but not take the time to learn about its new features. So I continue doing my work on the “DILLY” method—you know, Do It Like Last Year. But each…

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Excel Rules

By Jeff Lenning | January 29, 2014 | Comments Off on Excel Rules

Two enhancements introduced in Excel 2007 may have slipped past you: multiple condition sum with SUMIFS and Tables (not Pivot Tables). It’s my hunch that once you discover them, you’ll fall in love with them the way I have. Please note: this Author’s version contains additional screenshots and info. For the Published version, please visit…

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Simplify and Improve Your Office System

By Jeff Lenning | January 29, 2014 | Comments Off on Simplify and Improve Your Office System

Put your workstations on a diet, and let your server do the heavy lifting.Talk about pressure—and not just in tax season. Keeping office computer systems up and running in small and medium CPA firms is an enormous and unending responsibility. Without reliable computing and communication capabilities, your staff, your clients and your business are dead…

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